Louise Osborne

Partner @Albert Goodman

Taunton, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2016 — Present

Partner @Albert Goodman

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SKILLS

FeeTrustee InvestmentsTaxInheritance Tax PlanningEquity ReleaseInvestment StrategiesPensionsInvestment AdviceRetirementStrategic Financial PlanningRetirement PlanningCare Fees PlanningEstate Tax PlanningTrustsFinancial AdvisoryFinancial PlanningEstate PlanningLong-Term CarePersonal Financial Planning

ABOUT LOUISE OSBORNE

Louise Osborne FPFS, Certs CII(MP & ER)I specialise in designing and implementing financial, tax and investment planning strategies. Many of my clients are retired and in later life, Attorneys or Deputies. Generally the advice required covers income in retirement, investment advice, planning for the cost of long term care, estate planning and tax planning. I am also experienced in providing financial planning and investment advice to compensation recipients and Trustees.I am supported by a team of 5 all of whom have Financial Planning qualifications. I believe strongly that charging for our services by pre-agreed and generally fixed fee basis rather than providing commission based financial advice. I believe that this provides clients with a transparent, value for money service, which both facilitates the formation of a long-term professional relationship and enables me to represent their best interest free of any potential conflict.

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Louise Osborne — Partner at Albert Goodman in Taunton, GB | Unifers